Campbell Financial Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200

“The minimum fee for hourly or fixed fee consulting engagements is $1,200.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Campbell Financial Partners, LLC’s fees compare

• Its flat or project fee of $1,200 is below the Florida median of $4,900. 11% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Fort Myers that publish a flat or project fee charge less.

About Campbell Financial Partners, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$10,000 minimum fee (stated in brochure)

Clients

132

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$202,735,675

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

142889

Website

campbellfinancialpartners.com (opens in new tab)

Phone

(239) 454-5333

Can advise clients in 6 states: Connecticut, Florida, Louisiana, Ohio, Pennsylvania, Texas

Other planners in Fort Myers that publish fees

• Broaden Wealth LLCFort Myers$500/hr
• CPK Wealth Management LLCFort Myers$125⁠-⁠$250/hr
• Evolution Wealth Management Inc.Fort Myers$350/hr, $2,500⁠-⁠$20,000
• M&m Wealth Management, LLCFort Myers$400/hr, $100⁠-⁠$15,000
• Macke Financial Advisory GroupFort Myers$100/mo
• Marquis Wealth Management GroupFort Myers$150⁠-⁠$400/hr, $375⁠-⁠$625/qtr

Compare all 10 planners in Fort Myers